Advisor Managed PortfoliosETF
13F holders, Q2 2024 (June 30)5holders +2
2new positions
0sold out
1famous investor
$26.63avg. 13F price*
At the end of Q2 2024, 5 institutions reported holding Advisor Managed Portfolios in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were GTS Securities LLC ($548K), Citadel Advisors ($205K) and Bartlett & Co. Wealth Management LLC ($11K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Advisor Managed Portfolios
- CUSIP
- 00777X108
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $12K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 689 shares bought, net +689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| GTS Securities LLC | 0.01% | Add +1.2% | 20,595 | $548K |
| Citadel Advisors | 0.00% | Add +0.0% | 7,697 | $205K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 400 | $11K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 125 | $3K |
| UBS Group AG | 0.00% | New | 40 | $1K |
"% of holder's portfolio" is ADVISOR MANAGED PORTFOLIOS's weight in each manager's 13F, not the share of Advisor Managed Portfolios the manager owns.